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ApproxIt – Service Estimate Builder

Por tmoubray·
Build custom, real-time service estimators that let customers price out jobs and book work directly from your website. Turn raw traffic into hot, scor …
Versão
1.0.0
Última atualização
May 22, 2026
ApproxIt – Service Estimate Builder

ApproxIt Lite is a visual, self-contained service estimator built specifically for tradespeople and service companies who are tired of playing phone tag just to give a baseline quote.

Whether you manage a residential cleaning company, a lawn care business, or a pressure washing crew, your website shouldn’t just be a static business card. It should be your hardest-working salesperson.

With ApproxIt, prospective clients pick their services, adjust the project variables, and see an accurate running total dynamically. When they hit submit, they get a professional digital receipt, and a clean, prioritized lead lands directly in your WordPress dashboard—no messy spreadsheets, no third-party middleman markup, and zero monthly software fees.

What you can do with Lite

  • Visual Estimator Builder — Drag-and-drop your core line items and add-ons. Set flat rates or per-unit pricing (by the hour, room, or square foot) and assign billing cycles (one-time, per-visit, weekly, monthly, quarterly, yearly) instantly.
  • 4 Pre-Built Industry Blueprints — Start bidding in seconds. Includes pre-configured starter catalogs for Lawn Care & Landscaping, House Cleaning, Window Cleaning, and Power Washing. Load a template, tweak your local price rates, and publish.
  • Customer-Facing Form — Deliver a clean, seamless two-step flow with a live running total. Drop it anywhere on your site using the native ApproxIt Estimator Gutenberg block or a simple shortcode.
  • Local Dashboard Pipeline — Ditch the notebooks. Every single submission automatically ranks as a Hot, Warm, or Cold lead based on job size and contact completeness, moving cleanly through your workflow from “New” to “Won.”
  • Advanced Bot & Spam Defense — Keep your database clean with built-in invisible honeypots, execution timing security tokens, and strict IP rate-limiting to block automated form bots entirely.
  • Instant Data Export — Export your leads to CSV or JSON with one click for accounting, CRM import, or end-of-year backups.
  • Automated Receipts & Alerts — Send instant email receipts to clients and alert emails to your crew via WordPress, complete with your direct business phone number so hot leads can call you right away.

Designed to grow with you

ApproxIt Lite is 100% functional out of the box and never expires. But when your dispatch volume grows and you want to completely automate your quoting office, ApproxIt Pro unlocks advanced industrial features built to maximize your closing rates.

Upgrade to Pro to unlock:

  • Smart Surcharge Questions — Protect your margins with conditional multipliers and flat-fee adjustments (e.g., “How steep is the roof?”, “Is the yard overgrown?”).
  • Package Bundles — Upsell effortlessly by displaying Good / Better / Best tiers side-by-side, complete with a highlighted recommended package.
  • Satellite Map Measuring Canvas — Let clients trace their own lawns, driveways, or roof footprints directly on a live Google Maps window. The square footage automatically fills your per-unit pricing quantity.
  • AI Property Intelligence Engine — Automatically research property boundaries and structural details via address data analysis before you ever roll a truck.
  • Instant SMS Dispatch Routing — Fire instant text alerts to your cell phone the second a high-value estimate drops, and trigger automated follow-ups via Twilio.
  • Professional Email Delivery — Direct SendGrid integration for signed, deliverable transactional email without needing a bloated SMTP plugin.
  • Abandoned Lead Rescue — Automatically track and follow up with users who started an estimate but didn’t finish.
  • 9 Advanced Business Blueprints — Instantly load complex pricing matrices for HVAC, Painting, Roofing, Pool Service, Tree Service, Plumbing, Concrete & Paving, Garage Door, and Solar Panel Service.
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